Still waiting for that recession
In this post, let's talk briefly about the earnings season that is better than feared. Then we take a look at the world's most anticipated recession, which keeps us on our toes. In fact, the recovery of the construction sector in the US may at some point start to accelerate economic growth. Thirdly, we’ll talk of the impact of oil prices on cooling inflation. Finally, let’s discuss a slightly broader topic of how rising geopolitical risks have been shown to fuel inflation, weaken economic activity and reduce the volume of world trade.